2 hedge funds and family offices disclose a IT position in their latest SEC 13F filing — combined $2.6M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 8,753 | $2.2M | 0.01% | 2025-12-31 |
| 2 | ValueAct Capital | ValueAct Capital Management LP | 20,787,437 | $365K | 9.06% | 2007-12-31 |
As of the latest 13F window, 2 tracked superinvestors hold IT. The largest disclosed position is Polen Capital at $2.2M (0.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying IT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a IT position in their latest SEC 13F filing — combined $2.6M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 8,753 | $2.2M | 0.01% | 2025-12-31 |
| 2 | ValueAct Capital | ValueAct Capital Management LP | 20,787,437 | $365K | 9.06% | 2007-12-31 |
As of the latest 13F window, 2 tracked superinvestors hold IT. The largest disclosed position is Polen Capital at $2.2M (0.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying IT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
